Create a Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
US
0 suggestions are available, use up and down arrow to navigate them
What job do you want?

Wealth Management Specialist - Investment Management Specialist job in Kansas City at Merrill Lynch

Create Job Alert.

Get similar jobs sent to your email

Apply to this job.
Think you're the perfect candidate?
Wealth Management Specialist - Investment Management Specialist at Merrill Lynch

Wealth Management Specialist - Investment Management Specialist

Merrill Lynch Kansas City, MO Full Time

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

The Elite Growth Practice (EGP) Investment Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to  further develop and service the client base.  They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role.  Specific accountabilities for the role may vary depending on the teams practice.    Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model.  This position is subject to  SAFE Act registration requirements.

The Elite Growth Practice (EGP) Investment Management Specialist position may be filled at a Trainee or Specialist level depending on experience of the candidate and needs of the Financial Advisor Team.  The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation.  This position allows the individual to become fully licensed and achieve the appropriate designations required for the position.  If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.

Role Responsibilities

•Analyze and understand Merrill and third party research

•Monitor and respond to market and non-financial current events

•Effectively navigate proprietary planning and investment management tools

•Deliver investment management, including but not limited to investment proposal, CRC, etc.

•Monitor and analyze book pricing internally for FA team

•Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

•Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

•Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

•Research portfolio recommendations for Investment Committee review

•Prepare materials and coordinate weekly Investment Committee meetings

•Proactively review and manage team proprietary models to align with the Investment Committee decisions

•Manage ML One variances/enrollments/updates/withdrawals/terminations

•Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

•Processing of all trades (discretionary or non-discretionary)

•Create analytical reports for FAs to review client investment portfolio performances against market returns

•Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Qualifications

•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

•SAFE ACT Registration; ADV-2B Required

•Obtain and/or maintain at least one firm approved designation

•Possess and demonstrate strong communication skills

•Thorough knowledge and understanding of the suite of Wealth Management products and services

•Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

•Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

•Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

The Elite Growth Practice (EGP) Investment Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to  further develop and service the client base.  They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role.  Specific accountabilities for the role may vary depending on the teams practice.    Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model.  This position is subject to  SAFE Act registration requirements.

The Elite Growth Practice (EGP) Investment Management Specialist position may be filled at a Trainee or Specialist level depending on experience of the candidate and needs of the Financial Advisor Team.  The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation.  This position allows the individual to become fully licensed and achieve the appropriate designations required for the position.  If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.

Role Responsibilities

•Analyze and understand Merrill and third party research

•Monitor and respond to market and non-financial current events

•Effectively navigate proprietary planning and investment management tools

•Deliver investment management, including but not limited to investment proposal, CRC, etc.

•Monitor and analyze book pricing internally for FA team

•Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

•Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

•Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

•Research portfolio recommendations for Investment Committee review

•Prepare materials and coordinate weekly Investment Committee meetings

•Proactively review and manage team proprietary models to align with the Investment Committee decisions

•Manage ML One variances/enrollments/updates/withdrawals/terminations

•Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

•Processing of all trades (discretionary or non-discretionary)

•Create analytical reports for FAs to review client investment portfolio performances against market returns

•Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Qualifications

•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

•SAFE ACT Registration; ADV-2B Required

•Obtain and/or maintain at least one firm approved designation

•Possess and demonstrate strong communication skills

•Thorough knowledge and understanding of the suite of Wealth Management products and services

•Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

•Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

•Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

The Elite Growth Practice (EGP) Investment Management Specialist role is a position on the Financial Advisor Team which operates in a capacity to  further develop and service the client base.  They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role.  Specific accountabilities for the role may vary depending on the teams practice.    Performance is measured through specific goals, metrics and behavior’s related to the execution of the EGP model.  This position is subject to  SAFE Act registration requirements.

The Elite Growth Practice (EGP) Investment Management Specialist position may be filled at a Trainee or Specialist level depending on experience of the candidate and needs of the Financial Advisor Team.  The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation.  This position allows the individual to become fully licensed and achieve the appropriate designations required for the position.  If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

The Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.

Role Responsibilities

•Analyze and understand Merrill and third party research

•Monitor and respond to market and non-financial current events

•Effectively navigate proprietary planning and investment management tools

•Deliver investment management, including but not limited to investment proposal, CRC, etc.

•Monitor and analyze book pricing internally for FA team

•Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

•Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

•Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

•Research portfolio recommendations for Investment Committee review

•Prepare materials and coordinate weekly Investment Committee meetings

•Proactively review and manage team proprietary models to align with the Investment Committee decisions

•Manage ML One variances/enrollments/updates/withdrawals/terminations

•Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

•Processing of all trades (discretionary or non-discretionary)

•Create analytical reports for FAs to review client investment portfolio performances against market returns

•Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Qualifications

•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

•SAFE ACT Registration; ADV-2B Required

•Obtain and/or maintain at least one firm approved designation

•Possess and demonstrate strong communication skills

•Thorough knowledge and understanding of the suite of Wealth Management products and services

•Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

•Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

•Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position. Shift:

1st shift (United States of America)

Hours Per Week: 

37.5
 

Recommended Skills

Portfolio Management
Wealth Management
Modern Portfolio Theories
Investment Management
Investments
Certified Retirement Counselor

Recommended Jobs

Wealth Management Specialist - Investment Management Specialist
Merrill Lynch Kansas City Full Time
Wealth Management - Securities Specialist
Commerce Bank Kansas City
Work your own Schedule!!
Family First Life Kansas City
$80,000 - $150,000/Year
Apply to this job.
Think you're the perfect candidate?

Help us improve CareerBuilder by providing feedback about this job:

Job ID: 21024400

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.